# Legacy Wealth Advisors, Ltd.

> Legacy Wealth Advisors, Ltd. is a state-registered investment advisory firm in Phoenix, AZ, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 324442
- Filed as: LEGACY WEALTH ADVISORS, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324442
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-advisors-ltd-phoenix-az-324442

## Quick answers

**How is Legacy Wealth Advisors, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Wealth Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Wealth Advisors, Ltd. located?**
Legacy Wealth Advisors, Ltd.'s principal office is in Phoenix, AZ, according to its Form ADV.

**Is Legacy Wealth Advisors, Ltd. registered with the SEC or a state?**
Legacy Wealth Advisors, Ltd. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324442.

**How much does Legacy Wealth Advisors, Ltd. manage?**
Legacy Wealth Advisors, Ltd. reports $3,826,481 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**Does Legacy Wealth Advisors, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324442

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,826,481
- Discretionary: $3,826,481
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $20,556 |
| High net worth individuals | Fewer than 5 | $3,805,925 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Advisors, Ltd. (CRD 324442): Form ADV filing data as of October 2026.